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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

106 hedge funds and large institutions have $218M invested in WisdomTree US AI Enhanced Value Fund in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
2.96%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
7
Increased
18
Reduced
55
Closed
9
Calls
–
Puts
$444K
Net Calls
-$444K
Net Calls Change
-$187K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.81M
2
Wells Fargo
2
Wells Fargo
California
$27.4M
3
Jane Street
3
Jane Street
New York
$3.07M
4
SIAS
4
Shine Investment Advisory Services
Colorado
$1.16M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$1.01M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$20.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.3M
3
NFG
3
Nadler Financial Group
Illinois
$4.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$544K
5
LPL Financial
5
LPL Financial
California
$3.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
101
Winslow Evans & Crocker
Massachusetts
$13.4K – – –
GI
102
Gradient Investments
Minnesota
$13K -$23K -335 -64%
TF
103
Tompkins Financial
New York
$13K – – –
GAM
104
Gemmer Asset Management
California
$10K +$66 +1 +0.7%
WCM
105
Windsor Capital Management
Arizona
$7K +$7K +108 New
SFI
106
SPC Financial Inc
Maryland
– -$2.14M -29,105 Closed
SEIA
107
Signature Estate & Investment Advisors
California
– -$1.27M -17,223 Closed
HIS
108
Horizon Investment Services
Indiana
– -$690K -9,385 Closed
PFS
109
Prospera Financial Services
Texas
– -$297K -4,039 Closed
TSS
110
Two Sigma Securities
New York
– -$230K -3,124 Closed
Baird Financial Group
111
Baird Financial Group
Wisconsin
– -$216K -2,939 Closed
FANJ
112
Financial Architects (New Jersey)
New Jersey
– -$107K -1,450 Closed
AIP
113
Ameritas Investment Partners
Nebraska
– -$22K -300 Closed
Simplex Trading
114
Simplex Trading
Illinois
– -$6K -85 Closed
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